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Brand Building, and Conversation Starters for Successors
Course Information
Content Level: Intermediate
NAPFA Subject Area: L-Strategic Planning
Course Description
Join NAPFA Genesis member Brooklyn Brock, financial planner and exit coach, as she discusses launching her RIA during the height of the Covid-19 pandemic, choosing the unique niche of working with advisors themselves, and the do's and don'ts of building your brand.

Brooklyn will also share conversation starters for younger advisors interested in becoming successors at their firms. As an exit coach, Brooklyn is often contacted by younger planners interested in a partnership who feel that it's "not their place" to bring up the topic. In this session, she will dive into how to begin the succession planning dialogue and adopt an ownership mentality to become the potential successor senior advisors are seeking.
Learning Objectives
1. Understand tips and tricks to brand building and choosing the right niche.
2. Identify succession planning conversation starters for young advisors.
3. Learn how to adopt an ownership mentality to stand out as a potential sucessor.
Speaker
Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® 

Brooklyn Brock is a third-generation financial advisor, and founder of Ellevate Advisors LLC, specializing in financial planning and exit coaching for advisors themselves. Throughout her career, Brooklyn has found advisors rarely do financial planning or retirement planning for themselves like they do for their clients, which drove her to launch her own firm to serve advisors exclusively. Ellevate Advisors was named Best Exit Coaching Firm for Advisors in the USA in the 2022 Investment News Retirement Awards, and Brooklyn was the 2021 NextGen Oklahoma award winner in Finance.

 

Summary
Availability: Registration Required
Expires on 12/31/2024
Location: Online Meeting
Date / Time: Sep 21, 2022 3:00 PM - 4:00 PM EST
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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